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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
826
TFC Financial Management
Massachusetts
$139K +$135K +1,360 New
AA
827
Advisory Alpha
Michigan
$137K +$127K +1,280 New
RWA
828
Ropes Wealth Advisors
Massachusetts
$134K – – –
CH
829
Canton Hathaway
Rhode Island
$133K +$129K +1,300 New
TFA
830
Toth Financial Advisory
Virginia
$131K +$2.98K +30 +2%
OIA
831
Optimum Investment Advisors
Illinois
$129K +$50.7K +510 +68%
OSNBOA
832
Old Second National Bank of Aurora
Illinois
$126K – – –
RFA
833
Reilly Financial Advisors
California
$124K -$24.9K -250 -17%
PCWA
834
Pacific Capital Wealth Advisors
California
$124K +$120K +1,210 New
HPC
835
HM Payson & Co
Maine
$123K +$118K +1,190 +11,900%
BFC
836
Bedel Financial Consulting
Indiana
$121K +$1.99K +20 +2%
TWA
837
TCI Wealth Advisors
Arizona
$117K -$28.8K -290 -20%
CB
838
CNB Bank
Pennsylvania
$113K +$9.94K +100 +10%
FCH
839
Freestone Capital Holdings
Washington
$108K +$105K +1,060 New
HWA
840
Heritage Wealth Advisors
Virginia
$102K +$99.4K +1,000 New
TCOV
841
Trust Company of Vermont
Vermont
$102K – – –
MPWT
842
MassMutual Private Wealth & Trust
Connecticut
$100K -$15.9K -160 -14%
GI
843
GS Investments
Minnesota
$97K -$4.97K -50 -5%
MWP
844
Meridian Wealth Partners
Pennsylvania
$91K +$9.94K +100 +13%
GWS
845
Glassman Wealth Services
Virginia
$89K -$37.8K -380 -30%
LFG
846
Larson Financial Group
Missouri
$86K -$189K -1,900 -69%
PP
847
PrairieView Partners
Minnesota
$82K -$9.94K -100 -11%
WCG
848
Weaver Consulting Group
California
$79K +$4.97K +50 +7%
NNP
849
Nachman Norwood & Parrott
South Carolina
$79K +$76.5K +770 New
SXL
850
Summit X LLC
Missouri
$76.7K +$24.9K +250 +3%
32 33
34
35 36